See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $17,443 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK & TRUST CO.. Service code 19 | Securities Custodian | $1,271 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Custodial... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,789 | $47,944+35.1% | $67,834-4.5% | $62,891+3.0% |
| Participation rate | 74.2% | 61.1%+13.1pp | 68.8%+5.4pp | 69.3%+4.9pp |
| Annual return | 6.74% | 11.77%-5.0pp | 138.47%-131.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,008 | $1,562-35.5% | $2,403-58.1% | $2,281-55.8% |
| Participant deferral / active EE | $2,322 | $2,247+3.3% | $3,160-26.5% | $3,203-27.5% |
| Admin fee / account holder | $200 | $3,712-94.6% | $4,622-95.7% | $4,296-95.3% |